Investment Services & Advisors East Saint Paul

Pejovic & Associates Private Wealth Management

Investment Services & Advisors East Saint Paul

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Address: 2665 Henderson Highway Map
Place: R2E 0C4 East Saint Paul
Route

Landline: (431) 815-8951
Fax: +18333154868
Mobile: (431) 815-8843
E-Mail: pejovic@wellington-altus.ca
Website: advisor.wellington-altus.ca

Description

We are a team of experienced wealth management professionals directed by two Senior Portfolio Managers, Petar Pejovic and Milos Pejovic. We work in close collaboration to benefit our clients with dedicated financial planners, a senior investment associate, and several other specialist advisors. Our services include professional private wealth management, financial planning, tax efficient investing, will & estate planning, retirement income planning, business succession planning, and inter-generational wealth transfer. Our clients include high-net-worth families and individuals, corporations, foundations, and non-profit charities. Our team's discretionary customized portfolio platform offers solutions to investment goals that clients want to achieve. Using conservative asset allocation strategies that are blended with consistent quantitative rebalancing strategies, our approach is both unique and effective.

Pejovic & Associates Private Wealth Management can be found at 2665 Henderson Highway . The following is offered: Investment Services & Advisors, Financial Services, Financial Consultants - In East Saint Paul there are 1 other Investment Services & Advisors. An overview can be found here.